SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 311 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,955,347 | +106.1% | 124,225 | +111.9% | 0.00% | +100.0% |
| Q2 2023 | $2,888,843 | -5.0% | 58,621 | -2.8% | 0.00% | 0.0% |
| Q1 2023 | $3,041,837 | -7.5% | 60,318 | -9.7% | 0.00% | 0.0% |
| Q4 2022 | $3,287,038 | +20.0% | 66,769 | +19.8% | 0.00% | 0.0% |
| Q3 2022 | $2,739,000 | -9.9% | 55,731 | -5.4% | 0.00% | 0.0% |
| Q2 2022 | $3,039,000 | -18.2% | 58,902 | -15.6% | 0.00% | 0.0% |
| Q1 2022 | $3,717,000 | +1.6% | 69,797 | +7.1% | 0.00% | 0.0% |
| Q4 2021 | $3,658,000 | +6.9% | 65,156 | +8.0% | 0.00% | 0.0% |
| Q3 2021 | $3,421,000 | +4.1% | 60,335 | +4.4% | 0.00% | 0.0% |
| Q2 2021 | $3,286,000 | +6.2% | 57,776 | +5.3% | 0.00% | 0.0% |
| Q1 2021 | $3,094,000 | -2.5% | 54,857 | +0.7% | 0.00% | 0.0% |
| Q4 2020 | $3,172,000 | -7.0% | 54,495 | -6.2% | 0.00% | 0.0% |
| Q3 2020 | $3,410,000 | +1.9% | 58,114 | +2.1% | 0.00% | 0.0% |
| Q2 2020 | $3,345,000 | +7.9% | 56,905 | +7.9% | 0.00% | 0.0% |
| Q1 2020 | $3,100,000 | +4.2% | 52,735 | -2.7% | 0.00% | 0.0% |
| Q4 2019 | $2,976,000 | +3.7% | 54,190 | +4.9% | 0.00% | 0.0% |
| Q3 2019 | $2,871,000 | -23.9% | 51,680 | -24.7% | 0.00% | 0.0% |
| Q2 2019 | $3,775,000 | +33.7% | 68,675 | +30.8% | 0.00% | 0.0% |
| Q1 2019 | $2,824,000 | +51.3% | 52,503 | +48.9% | 0.00% | 0.0% |
| Q4 2018 | $1,867,000 | -44.1% | 35,255 | -45.3% | 0.00% | 0.0% |
| Q3 2018 | $3,338,000 | -1.6% | 64,449 | -0.6% | 0.00% | 0.0% |
| Q2 2018 | $3,393,000 | -4.0% | 64,839 | -3.5% | 0.00% | -50.0% |
| Q1 2018 | $3,534,000 | -9.4% | 67,200 | -8.1% | 0.00% | 0.0% |
| Q4 2017 | $3,899,000 | +0.6% | 73,129 | +1.7% | 0.00% | 0.0% |
| Q3 2017 | $3,877,000 | +5001.3% | 71,907 | +5039.9% | 0.00% | – |
| Q2 2017 | $76,000 | -57.1% | 1,399 | -57.7% | 0.00% | – |
| Q1 2017 | $177,000 | +234.0% | 3,310 | +235.0% | 0.00% | – |
| Q4 2016 | $53,000 | +1666.7% | 988 | +1764.2% | 0.00% | – |
| Q3 2016 | $3,000 | -91.7% | 53 | -91.8% | 0.00% | – |
| Q2 2016 | $36,000 | +1700.0% | 643 | +2043.3% | 0.00% | – |
| Q1 2016 | $2,000 | -99.3% | 30 | -99.4% | 0.00% | – |
| Q4 2015 | $273,000 | +274.0% | 5,090 | +281.3% | 0.00% | – |
| Q3 2015 | $73,000 | +82.5% | 1,335 | +77.5% | 0.00% | – |
| Q2 2015 | $40,000 | – | 752 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 817,695 | $43,542,000 | 24.71% |
| Verdad Advisers, LP | 550,000 | $29,288,000 | 23.99% |
| Morningstar Investment Management LLC | 1,240,757 | $66,070,000 | 12.19% |
| WestHill Financial Advisors, Inc. | 426,226 | $22,697,000 | 6.55% |
| Beacon Wealthcare LLC | 248,324 | $13,223,000 | 6.52% |
| BerganKDV Wealth Management, LLC | 1,110,934 | $59,157,000 | 6.33% |
| HC Advisors, LLC | 179,430 | $9,555,000 | 6.06% |
| Morton Brown Family Wealth, LLC | 145,867 | $7,767,000 | 5.87% |
| Seascape Capital Management | 154,819 | $8,244,000 | 4.28% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 133,556 | $7,112,000 | 4.04% |